Mission-Focused Data Visualization: Reports and Dashboards using Salesforce + Salsa Engage

Purpose-built for nonprofits, it provides a single platform for functions such as:

• Email marketing
• Multi-channel advocacy
• Online fundraising

The user-friendly tight integration of Salsa with Salesforce comes with no middleware or additional technical requirements. It is packed with an easy-to-use mapping and configuration that makes it simple and reliable to manage while conducting the real-time bi-directional data sync. Salsa also provides flexible options for adding new supporters and preventing duplicates.

By integrating your Salesforce with Salsa, you get a hold of impactful tools and dashboards to effectively conduct data-driven activities like donations, registration, emails, peer-to-peer fundraising campaigns, digital advertising, and Advocacy.

These dashboards in Salsa give development and professional teams access to deep visual insights into campaign performances. Analyzing them can be used to detect loopholes and possible links and hence make powerful data-driven decisions. These predictive analytics lets you, an associate, understand which marketing actions are working and where you need to improve; track overall progress, and use visual graphics feedback to optimize actions and pages. By being proactive and responsive to real-time information, you get an edge over your peers by taking your operations to the next level.

In this post, we are going to explore:

• Benefits of Integrating LMS & Salesforce
• Features – Everything You Need to Know

Benefits of Integrating Salsa Engage with Salesforce:

The integration of Salesforce and Salsa Engage eliminates the risk of data mismanagement and lets you monitor your campaigns and compare them to your past actions by date and year. Let’s delve deeper into the integration features your association needs:

1. Enhance your online fundraising with Salesforce

To build long-term relationships and reliability as an association, you need to know more about your members and donors. Doing this makes you equipped to conduct your functional activities and achieve positive outcomes. Having this integrated knowledge lets you offer targeted opportunities and optimize your strategy across all the channels.

By leveraging this integration, get access to important fundraising insights made possible with seamless data transfer. You can better understand your community and boost your conversion rates by creating unique branding, offering peer-to-peer fundraising opportunities, and adding custom data fields. Here are some reports and dashboards:

Here we can look at the dashboard for the last 90 days, and gain insights into donation, and fundraising trends:

In the supporters’ dashboard, you can see what percentage of your supporter list came to you through an online fundraising form:

2. Leverage Salesforce segments to expand your digital marketing

Once your data safely starts flowing in the system, it’s time to leverage supporter segmentation tools and make the most out of the integration. This refers to the process where you segment your constituents into relevant sectors of subgroups.

Segmentation lets you tailor your efforts in a way where you specifically target segments rather than a one for all approach. This lets you send the right message to the right audience at the right time.

You can sort your members into various subgroups like donor/membership stage, advocate groups, volunteer status, and preferred marketing channels.

After segmenting you can track the actions and behavior in different segments to apply your findings to your marketing strategies like marketing automation, social media reach, and personalized email campaigns.

3. Promote advocacy through your nonprofit’s Salesforce app

As a nonprofit, one of the major missions you constantly work on is spreading the word about your cause. To do so, you can leverage advocacy tools like targeted actions, social media advocacy, and click to call to spread the awareness of your cause and attract meaningful steps towards it.

With Salsa’s unique advocacy tools, you can effectively raise awareness towards your cause online. These tools become more powerful when doubled with Salesforce’s dynamic tools.

4. Empower your peer-to-peer fundraising with seamless Salesforce data

Using Salsa Engage’s peer-to-peer fundraising software, you can make nonprofits like yours fundraise for your core cause; this is one of the fastest-growing fundraising strategies, which explains the popularity of Salsa’s peer-to-peer fundraising platform in the nonprofit community.

Specifically, you can launch event registration pages, set up team fundraising campaigns, and create custom P2P fundraising pages by leveraging these tools.

In turn, the Salesforce data that you get a hold of can be used to:

• Segment lists
• Market directly to repeat fundraising volunteers
• Track constituents
• Manage new donors
• Identify constituents

Salsa Engage Integration Features

1. Bi-directional Data Integration

During the integration, Salsa Engage syncs supporter data while Salesforce syncs updates made to contacts and mapped data. This allows relevant data to flow into the CRM with easy segmentation and automation.

2. Easy to Sync Data

Manage the sync and get the system running without additional investment. With user-friendly configuration, connection, and mapping interfaces your sync does not require additional technical resources or time.

3. No middleware or Third-Party Platform Needed

Packed with built-in sync mapping, configuration, error logging and setup options inside Salsa, lets you eliminate the hassle of additional middleware so you can save on costs and support.

4. Identify and Automatically Manage Duplicates

The powerful integration ensures that your system is not infected with bad data at any stage. This is why Salsa tightly integrates with Salesforce’s Duplicate Matching rule system to identify duplicates. You have the upper hand to manually control how the system merges contacts or automatically matches and merges potential duplicates.

Salsa Engage for Salesforce is a game-changer. With this online engagement platform, nonprofits can use the dynamic power of Salesforce segmentation and targetting for all their activities and make the most out of this integration. Make fundraising, online marketing, and advocacy more impactful – all from one platform.

We’ll review some of the top ways Salsa Engage’s platform integrates with Salesforce and show your team how to make the most of this unique integration.

Keep watching this space for more information on Salesforce and Salsa Integration. We are positive that our webinar on Reports and Dashboards using Integration of Salesforce and Salsa Engage will be of great help!

About Aplusify

Aplusify provides associations, nonprofits, and higher education institutions with the capacity and capability of maximizing their Salesforce platform. Our team of Salesforce-certified experts alleviates the technical weight of implementing and managing Salesforce so that you can focus on strategy and organizational mission. Find out how we can save you time, money, and stress with our Salesforce Managed Services.